Lantz Financial LLC Ishares Tr Transaction History

Lantz Financial LLC

$421 Million
Q3 2025

A detailed history of Lantz Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Lantz Financial LLC holds 6,057 shares of ITA stock, worth $1.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,057

Holding current value

$1.25 Million

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 05, 2025	BUY	$184.73 - $209.26 $1.12 Million - $1.27 Million	6,057 New	6,057 $1.27 Million

Others Institutions Holding ITA

# of Institutions

972

Shares Held

32.4M

Call Options Held

654K

Put Options Held

538K

Envestnet Asset Management Inc

4.78M
Shares

$984 Million
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

2.83M
Shares

$582 Million
0.18% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$581 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.76M
Shares

$568 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.12M
Shares

$231 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Account